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PALISADE INVESTMENTS, LLC
CRD 124776 · SEC 801-80001
625 HIGHWAY 50, SUITE 301, ZEPHYR COVE, NV, 89448-3049, United States
Phone
775-299-4600
Fax
775-375-0178
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$652.7M
Discretionary AUM
$325.6M
Team
8 total employees; 7 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 442 | $99.7M |
| High net worth individuals | 136 | $227.8M |
| Pension/profit sharing plans | 80 | $320.7M |
| Charitable organizations | 5 | $1.6M |
| Corporations/business entities | 5 | $3.0M |
States served
AZ, CA, CO, ID, MI, NV, OR, VA, WA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD